Capital Investment Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
3,030
-56
| -2% | -$9K | 0.01% | 457 |
|
|
2025
Q1 | $512K | Buy |
3,086
+66
| +2% | +$11K | 0.01% | 432 |
|
|
2024
Q4 | $520K | Buy |
3,020
+25
| +0.8% | +$4.31K | 0.01% | 417 |
|
|
2024
Q3 | $506K | Buy |
2,995
+483
| +19% | +$81.6K | 0.01% | 404 |
|
|
2024
Q2 | $381K | Sell |
2,512
-54
| -2% | -$8.2K | 0.01% | 452 |
|
|
2024
Q1 | $402K | Sell |
2,566
-566
| -18% | -$88.6K | 0.01% | 434 |
|
|
2023
Q4 | $447K | Buy |
3,132
+161
| +5% | +$23K | 0.01% | 399 |
|
|
2023
Q3 | $321K | Sell |
2,971
-418
| -12% | -$45.1K | 0.01% | 436 |
|
|
2023
Q2 | $391K | Sell |
3,389
-244
| -7% | -$28.2K | 0.01% | 380 |
|
|
2023
Q1 | $407K | Sell |
3,633
-210
| -5% | -$23.5K | 0.01% | 382 |
|
|
2022
Q4 | $451K | Sell |
3,843
-40
| -1% | -$4.69K | 0.01% | 371 |
|
|
2022
Q3 | $349K | Buy |
3,883
+670
| +21% | +$60.2K | 0.01% | 385 |
|
|
2022
Q2 | $305K | Sell |
3,213
-40
| -1% | -$3.8K | 0.01% | 421 |
|
|
2022
Q1 | $428K | Sell |
3,253
-1,597
| -33% | -$210K | 0.01% | 388 |
|
|
2021
Q4 | $775K | Sell |
4,850
-3,670
| -43% | -$586K | 0.02% | 317 |
|
|
2021
Q3 | $1.11M | Sell |
8,520
-825
| -9% | -$107K | 0.04% | 251 |
|
|
2021
Q2 | $1.22M | Sell |
9,345
-1,079
| -10% | -$141K | 0.04% | 238 |
|
|
2021
Q1 | $1.19M | Sell |
10,424
-1,366
| -12% | -$155K | 0.04% | 232 |
|
|
2020
Q4 | $1.01M | Sell |
11,790
-1,411
| -11% | -$120K | 0.04% | 243 |
|
|
2020
Q3 | $854K | Sell |
13,201
-8,076
| -38% | -$522K | 0.04% | 247 |
|
|
2020
Q2 | $1.46M | Sell |
21,277
-5,991
| -22% | -$410K | 0.08% | 169 |
|
|
2020
Q1 | $1.5M | Sell |
27,268
-18,664
| -41% | -$1.02M | 0.1% | 153 |
|
|
2019
Q4 | $6.84M | Buy |
45,932
+3,648
| +9% | +$543K | 0.33% | 78 |
|
|
2019
Q3 | $6.58M | Buy |
42,284
+3,110
| +8% | +$484K | 0.35% | 77 |
|
|
2019
Q2 | $6.26M | Buy |
39,174
+1,570
| +4% | +$251K | 0.34% | 74 |
|
|
2019
Q1 | $6.85M | Sell |
37,604
-11,530
| -23% | -$2.1M | 0.4% | 60 |
|
|
2018
Q4 | $8.25M | Buy |
49,134
+1,462
| +3% | +$246K | 0.55% | 44 |
|
|
2018
Q3 | $8.43M | Buy |
47,672
+9,394
| +25% | +$1.66M | 0.5% | 47 |
|
|
2018
Q2 | $6.52M | Buy |
38,278
+6,537
| +21% | +$1.11M | 0.41% | 57 |
|
|
2018
Q1 | $4.9M | Buy |
31,741
+18,579
| +141% | +$2.87M | 0.32% | 69 |
|
|
2017
Q4 | $2.26M | Buy |
13,162
+1,079
| +9% | +$185K | 0.15% | 132 |
|
|
2017
Q3 | $1.95M | Buy |
12,083
+1,876
| +18% | +$302K | 0.13% | 143 |
|
|
2017
Q2 | $1.65M | Buy |
10,207
+2,922
| +40% | +$473K | 0.12% | 150 |
|
|
2017
Q1 | $1.25M | Buy |
+7,285
| New | +$1.25M | 0.1% | 179 |
|